See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,132 | $209,832-11.8% | $189,513-2.3% | $167,490+10.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.10% | 748.27%-745.2pp | 555.15%-552.1pp | 478.56%-475.5pp |
| Employer contribution / active EE | $24,500 | $6,914+254.4% | $6,162+297.6% | $4,837+406.5% |
| Participant deferral / active EE | $26,000 | $8,935+191.0% | $8,221+216.3% | $6,341+310.0% |
| Admin fee / account holder | $13,461 | $14,293-5.8% | $12,045+11.8% | $12,309+9.4% |